Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Lane is a financial advisor with Clarendon Insurance Agency, Inc. in Zionsville, Indiana. Robert has been in the industry since 2016. Robert is licensed to offer securities and investment advice in Indiana. Robert's previous experience includes positions with PNC INVESTMENTS, CETERA INVESTMENT SERVICES LLC, and AXA ADVISORS, LLC.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
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2
IN
11/12/2019 - Present
Clarendon Insurance Agency, Inc. (Zionsville IN)
IN
12/18/2018 - 10/17/2019
PNC INVESTMENTS (CARMEL IN)
IN
02/01/2018 - 12/06/2018
CETERA INVESTMENT SERVICES LLC (INDIANAPOLIS IN)
IN
02/23/2016 - 02/15/2018
AXA ADVISORS, LLC (INDIANAPOLIS IN)
BOTH
Issued 03/28/2016
Series 66 - Uniform Combined State Law Examination
BC
Issued 05/21/2020
Series 26 - Investment Company Products/Variable Contracts Principal Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/23/2016
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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